Product Marketing Director, Financial Services Solutions

Location: Palo Alto, CA or NYC (hybrid preferred); US remote possible

Intapp (NASDAQ: INTA) is the leading AI platform for investment and professional services firms, helping them grow, manage risk, and run profitably. Intapp DealCloud is the deal and relationship management foundation for more than 1,200 private capital and investment banking firms, including most of the PEI 300. We recently launched Intapp Celeste, an AI-native agentic platform purpose-built to automate firm workflows while enforcing professional compliance and confidentiality standards. We now bring these together in a combined offering, DealCloud with Celeste, which puts governed, agentic AI to work across the full deal lifecycle, from fundraising and deal sourcing through pipeline management, investor coverage, and exits.

You'll own the go-to-market for our financial services solutions portfolio, serving private capital markets (PCM) and investment banking and advisory (IB&A) firms. That means standing up the net-new Celeste motion while extending the proven DealCloud foundation. DealCloud is established, trusted, and deeply embedded in how these firms work; pairing it with new AI ways of working, new packages, and new pricing constructs is how we redefine the CRM category. Expect the pace and ambiguity of an early-stage motion, backed by the category leader's distribution, client relationships, and data advantages. This is a Director-level role reporting to the VP of Solutions Marketing, with a team supporting the motion.

You'll work where product strategy, positioning, and field enablement meet, turning platform capability into a repeatable financial services solutions motion, and turning field signal back into sharper positioning, packaging, and product decisions.

What you will do

As a Product Marketing Director, Financial Services Solutions, you can expect to:

• Own positioning and messaging for our financial services offering (PCM and IB&A). Translate platform capabilities into deal-lifecycle value stories across fundraising, deal sourcing, screening, pipeline management, investor coverage, and exits. Build the competitive story for how Intapp wins.

• Take packaging and pricing to market. Partner with Product, Pricing, and Sales on packages, tiers, and commercial constructs, including usage-based mechanics such as AI credits, with field-ready talk tracks, guardrails, and objection handling that reinforce cost predictability and business value.

• Build the seller motion. Own the qualification frameworks and pre-qualification questions that tell sellers what to sell, to whom, when, and when to bring in specialist teams.

• Drive solution-level field assets. Deliver pitch decks, demo narratives, and competitive positioning from launch through sustained adoption, keep them current as packaging and the market evolve, and support Enablement on field activation.

• Run the field feedback loop. Capture objections, win/loss patterns, and adoption signals from live client conversations, and channel them into positioning, packaging, pricing, and roadmap decisions.

• Orchestrate launches end to end. Own the marketing strategy and readiness across Product, Pricing, Sales, Marketing, and post-sales. Define and track the metrics that show GTM effectiveness and business impact, then act on what they tell you.

• Connect the financial services solutions GTM pod. Partner with Industry Marketing on narrative and thought leadership, the Celeste platform product marketing lead on cross-industry positioning and commercial model design, and Demand Generation and Enablement on campaigns and training.

• Lead the team. Develop and mentor two to three junior team members supporting Celeste and DealCloud across Intapp's industries, and model what great product marketing looks like in a fast-moving motion.

What you will need

Intapp is looking for intellectually curious, self-motivated professionals who like to get hands-on to contribute to the overall success of the business and their team. To apply for this Product Marketing Director, Financial Services Solutions role, you will ideally have:

• 8+ years in B2B product marketing, solutions marketing, or a related GTM role in enterprise SaaS, including ownership of go-to-market for an AI, data, or platform product, not just its messaging.

• CRM and agentic AI experience. Financial services domain expertise. Working fluency in private capital and investment banking workflows (deal sourcing, fundraising, LP coverage, pipeline management, and M&A advisory), enough to build credible use cases and enablement for sellers who face dealmakers daily. This role needs solution-level fluency, not a published industry voice; our Industry Marketing team owns deep thought leadership.

• Experience taking packaging and pricing to the field. You've launched or evolved tiers, bundles, or usage-based models, and you know how to arm sellers to handle pricing objections without discounting the story.

• A client- and field-centric launch record. You build a listening loop into every launch, combining quantitative signals (win/loss, usage, adoption) with qualitative feedback from sellers and clients, and turn what you hear into sharper positioning, packaging, and product decisions.

• A builder's mindset. You've launched a new offer or motion inside an established business, iterated it weekly on field feedback, and are comfortable shipping before the playbook feels finished.

• Exceptional storytelling for technical products. You can turn an agentic AI platform and a credit-based commercial model into a clear, confident narrative for senior buyers and for sellers.

• Cross-functional leadership without direct authority across Product, Pricing, Sales, and Marketing, in an environment where priorities shift fast.

• Hands-on experience with CRM and agentic AI platforms, with the fluency to speak credibly to both categories in seller and buyer conversations.

• Bachelor's degree required; MBA or advanced degree preferred.

What you will gain

At Intapp, you'll get the opportunity to bring your talents and intellectual curiosity to create better outcomes for our people and our clients. You'll be part of a growing public company, with a modern work environment that's connected yet flexible and where your professional growth and well-being are top priorities. We'll collaborate and grow together, supporting each other in a positive, open atmosphere that fosters creativity, innovation, and teamwork.

Here, you will have the opportunity to:

• Expand your skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career.

• Enjoy where you work: Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day.

• Support what matters most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family. Our family-formation benefits and support during your family-building journey ensure you have the resources you need when it matters most. We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about.

Join us and be a part of a collaborative and welcoming culture where your contributions are valued, and your professional growth is a priority. Together, we are building a company of long-term value that we can all be proud of.

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Your actual base salary will be determined by factors such as relevant experience, geographic location, and internal equity. In addition to base salary, variable compensation and equity may also be included.

Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws.

Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain “@intapp.com” or “@dealcloud.com” to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at https://www.intapp.com/working-at-intapp/. If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers.